High Falls Advisors’s WEC Energy WEC Stock Holding History

High Falls Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$213K	Buy	2,022 +11	+0.5%	+$1.22K	0.04%	139
2025 Q3	$230K	Buy	2,011 +12	+0.6%	+$1.3K	0.05%	138
2025 Q2	$208K	Buy	1,999 +11	+0.6%	+$1.17K	0.05%	137
2025 Q1	$217K	Buy	+1,988	New	+$203K	0.05%	119
2019 Q3	–	Sell	-2,913	Closed	-$243K	–	101
2019 Q2	$243K	Buy	2,913 +16	+0.6%	+$1.28K	0.08%	85
2019 Q1	$229K	Buy	+2,897	New	+$215K	0.08%	81

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

High Falls Advisors's WEC Position: Q4 2025 in Review

High Falls Advisors increased its WEC Energy (WEC) stake by 0.55% in Q4 2025, buying an estimated $1.22K and bringing the position to 2,022 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #139.

High Falls Advisors first reported a position in WEC in Q1 2019 and has held it in 6 quarters since. The position peaked at $243K in Q2 2019. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

High Falls Advisors held 2,022 shares of WEC Energy worth $213K as of Q4 2025.
High Falls Advisors bought 11 WEC Energy shares in Q4 2025, an estimated $1.22K.
WEC Energy made up 0.04% of High Falls Advisors's portfolio in Q4 2025, its #139 holding.
High Falls Advisors first reported a position in WEC Energy in Q1 2019 and has held it in 6 quarters since.
High Falls Advisors's WEC Energy position peaked at $243K in Q2 2019.
1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.